Step 1: Create Your Account
1
Visit Trilo
Go to app.trilo.app in your web browser.
2
Sign up
Click Get Started and create your account using:
- Your email address and a password, or
- Sign in with Google for quick access
3
Verify your email
If you signed up with email, check your inbox and click the verification link.
Step 2: Create Your Workspace
After signing in, you’ll be prompted to create your first workspace.1
Name your workspace
Choose a name that represents your team or organization (e.g., “Acme Inc” or “Marketing Team”).
2
Set your workspace URL
Pick a unique URL for your workspace. This will be used when sharing links and accessing your workspace directly.
3
Add a logo (optional)
Upload your company or team logo to personalize your workspace.
Step 3: Invite Your Team
Collaboration is better with your team. Here’s how to invite them:1
Go to Members
Click on Settings in the sidebar, then select Members.
2
Send invitations
Enter the email addresses of team members you want to invite. They’ll receive an email with a link to join your workspace.
3
Assign roles
Choose whether to invite members as:
- Admin: Can manage workspace settings and members
- Member: Can create and edit content
- Guest: Limited access to specific projects
Invited members can join immediately—no approval needed. They’ll have access to all projects unless you’ve configured specific permissions.
Step 4: Set Up Your First Project
Projects are where your actual work happens. Let’s create one:1
Create an Area first
In the sidebar, click the + button next to Areas and name your first area (e.g., “Product Development” or “Client Projects”).
2
Create a Project
Within your new area, click + New Project. Give it a name and optional description.
3
Configure project settings
- Project Prefix: A short code used for task IDs (e.g., “PROD” makes tasks like PROD-1, PROD-2)
- Enable AI features: Toggle whether AI coworkers can assist in this project
- Project visibility: Choose who can see this project
Step 5: Explore the Features
Now that your workspace is set up, try out the core features:Create a Document
1
Go to Resources
In your project, click on Resources in the navigation.
2
Create a new page
Click + New and select Page.
3
Start writing
Use the rich text editor to add content. Try using
/ commands to add headings, lists, images, and more.Add a Task
1
Go to Tasks
Click on Tasks in your project navigation.
2
Create a task
Click + New Task or press
T for a quick shortcut.3
Fill in details
Add a title, description, assign it to a team member, set a due date, and choose a priority.
Chat with Your Team
1
Open the project channel
Every project has a built-in chat channel. Click on Chat in your project.
2
Send a message
Type your message and press Enter. Use
@ to mention team members.3
Try AI chat
Click on AI Coworkers in the sidebar to start a conversation with an AI assistant.
Schedule an Event
1
Open Calendar
Click on Calendar in the main navigation.
2
Create an event
Click on a time slot or press + New Event.
3
Add details
Set the title, time, location (physical or virtual), and invite participants.
What’s Next?
You’ve got the basics down! Here are some next steps to explore:Knowledge Base
Learn about pages, spreadsheets, and whiteboards.
Task Management
Master task views, filters, and workflows.
AI Coworkers
Discover how AI can boost your productivity.
Team Collaboration
Set up roles and permissions for your team.
Need Help?
- In-app support: Click the help icon in the bottom-left corner
- Community: Join our Discord community to connect with other users
- Email: Reach out to support@trilo.app for direct assistance